Middlefield Funds
1.888.890.1868   Home   Contact   UK Site   Site Index
Site Search
Mutual Funds
Index Income Class Archive


Investment Objectives
The Fund's objective is to provide a stable level of income while emphasizing capital preservation. The Fund invests primarily in income funds that are included in the S&P/TSX Capped Income Trust Index. The Fund may also actively invest up to 10% of the net assets in income trusts that are not included in the Index.
Portfolio Advisors
Garth Jestley   

W. Garth Jestley is a Director of the Middlefield Group and President of Middlefield Capital Corporation. Prior to joining Middlefield in 1985, he was a Vice-President of Bank of Montreal and head of an international finance unit responsible for non-recourse lending primarily in the natural resource sector and, prior to that, was a Vice-President in the Corporate Banking division of Citibank N.A. Mr. Jestley is a Chartered Financial Analyst.

Rob Lauzon  

Robert F. Lauzon is Managing Director, Trading of Middlefield Capital Corporation. Prior to joining Middlefield in 2002, he worked as an Investment Executive with ScotiaMcLeod. He is an MBA graduate of the Rotman School of Management at the University of Toronto. Mr. Lauzon also holds the Chartered Financial Analyst designation.

View Proxy Voting Record 
  Exchange-Traded Funds
  Mutual Funds
  TSX-Listed Funds
  Flow-Through LPs
  International Funds
  Merchant Banking Prospectuses
  Real Estate Group Disclaimer
  Advisor Login Privacy
  Follow us:  Linkedin  Facebook  Twitter
Contact Us
Middlefield Group © 2013. All rights reserved.